Using Symplany® to help clients maintain
focus, stay calm, and give you back some time.
Symplany® is designed to ensure clients stay on track to meet their investment goals and their retirement objectives.
It puts clients’ concerns in perspective
The Symplany Indicator℠ provides a relative projection of the portfolio’s ability to support the plan.
It speaks to the historical likelihood of getting the returns necessary to reach the client’s stated goals. In short, the Symplany Indicator℠ is a single, easy-to-understand number that communicates to the client whether or not they are on the right track.
The Symplany Indicator℠ is a proprietary statistical calculation based on:
The client’s asset base / value and future projected contributions
The current and possible portfolio asset allocation percentages
Actual market activity, by asset type, since 1926
Client’s holding period / timeframe until their assets are needed